Tag Archives: customer

Love Your Customer campaign: sharing the love for customer loyalty

February may be a shorter month but we know it’s going to be a big one, as we’re bringing back our favourite campaign – #LoveYourCustomer for the second year, tying in with Valentine’s Day and celebrating everything ‘customer related’.

To get involved and understand more about what this fantastic campaign entails, read on.

Our ‘Love Your Customer’ Charity Competition

We will be running a simple multiple-choice competition from 3rd until 13th February at 11:59 pm. The winner will be picked at random and announced on 14th February, Valentine’s Day.

You can take part by simply answering a multiple choice question here. You will be automatically entered into our prize draw to potentially win £50 worth of Amazon or M&S vouchers.

With every entry made, Mortgage Brain will donate £5 to the winner’s charity of choice. The more people that take part the more money the charity receives. So please share the link to the competition: https://www.smartsurvey.co.uk/s/MortgageBrainLYC2020/  with colleagues and friends and help spread some cheer.

Gifts of Cheer

Our Corporate and Lender Account teams will be visiting our customers across the country throughout the month, gifting them with chocolates to say thank you for choosing Mortgage Brain and posting pictures on social media.  Our office-based support teams, Direct Sales and Customer Services team will also be taking part and spreading the cheer.

We will be sharing the #LoveYourCustomer messages across all our social media platforms Linkedin and Twitter, hoping to encourage competition entries and donate more money to charity.

What more can you do for your customers?

It’s an important aspect of our culture to do the most that we can for our customers. So it’s important that you can use our software to support your own customers compliantly, efficiently and transparently hence many of our solutions are created with your customer in mind. For example, you can get the best results and inspire increased loyalty by offering your customers the use of our CRM, The Key’s Client Portal.

You can customise the Client Portal to match your branding, creating a professional look and feel, which will give not only an excellent first impression of someone professional and reputable but a lasting one too.

Using the Client Portal properly can save you up to an hour per case – and, with the average adviser completing six cases per week, that’s almost a whole day you’re saving!

It’s competitive out there, but with the right tools and by offering your customers’ use of the best technology out there, you will always provide a customer experience that you can be proud of.

And finally, in the spirit of #LoveYourCustomer, whether you’re taking advantage of one of our 30-day trials, have just signed up or are a long-term customer, you all deserve a thank you because you ultimately make Mortgage Brain.

Enter our #Loveyourcustomer charity competition

How the Client Portal is at the very centre of your customer relationships and helps to create the ‘digital customer journey’.

If you haven’t met yet, allow us to introduce you to The Key’s Client Portal. Through an integration of MortgageBrain Classic and MortgageBrain Anywhere, The Key leads the industry as a back-office system.

For those of you who don’t know already, through the use of several handy tools used within the Client Portal, including a Fact Find functionality and secure communication and document up and download, we have been able to deliver an exceptional digital customer journey at the very centre of your customer relationships.

The benefits: they’re for both you and your customer

We always want to ensure that your clients are given the best experience possible when working through the mortgage process. Not only will the Client Portal help in a client’s decision in choosing you as their broker but it provides them with a modern and efficient experience in their dealings with you.

The ease at which you can keep your clients up to date with the process of their application is another main highlight, with the Client Portal offering 24-hour access to both you and your customers via desktop, laptop, smartphone and tablet.

Client-focused Fact Find

We cannot talk about The Key’s Client Portal without the digital Fact Find functionality. This is certainly one of the best ways to enhance your customer experience all to the good.

The Fact Find enables clients to directly enter their information into your CRM system as and whenever it is convenient for them. Following this, it will then be immediately attached to their record within The Key. It is convenient for them and just as convenient for you – no rekeying!  Plus there are benefits in developing your customer relationships as all their personal facts and information are collected before any meetings.

This could save you up to 60 minutes of the mortgage process for each case and, therefore, means that your client meeting can steer more towards focusing on advice, rather than spending much of it gathering information. You also have the ability to lock or unlock your clients’ access to the Client Portal so that you can control when they can update and access the data.

So start your digital customer journey with your 30-day free trial today. To stay up to date on all our news, The Key or otherwise, follow us on Twitter – @Mortgage_Brain – and LinkedIn.

How to engage with website visitors to turn them into customers

Whether you consider yourself technically savvy or not, having a website in this day and age is not only key to generating new business but expected. It is the first thing that any prospective client will look for even if it is just for your contact details. Your website however is so much more, it is effectively your shop window; as the ‘shoppers’ peruse your site, wouldn’t it be great if they were to see something that captured their attention, kept it, and offered them something that they simply couldn’t resist. Surely you would like that website to be yours.

There are several steps you can take to make your website stand out from the crowd, as well as ensure you are promoting yourself as well as you can against your competition.

So, why is a website so important?

Your website presents your business online to the world. It is vital that you have a professional-looking regularly updated website to attract your website visitors, therefore potential customers.

People visiting a poorly designed website that takes a while to load are likely to go straight back to the search engine and choose someone else – and this is the last thing you want when business and new customers are so important.

Keep it simple

Your website could be your most lucrative marketing tool, so you should take several things into consideration when thinking about its design – or explaining to someone what type of website that you want.

A clean, straight-forward template is one of the first steps to ensure your website is a winning one. People don’t like clutter; they like to go onto a website and be able to instantly and intuitively know how to navigate to the information they require.

If your website has too many menus and a lot of text on the home page, it will be sure to put people off. Your homepage sells your business, and the menu should only include pages that offer useful information about your services that will help visitors learn about your services and you who are.


Websites
 Think about the add-ons

Providing general information about your services is vital, but it’s also highly beneficial to include additional tools to offer your visitors an opportunity to get engaged with your website. Broadly speaking, the more engaged your visitors are, the more likely they are to convert into paying customers.

Interactive Mortgage Search plug-in and the Best Buy Tables allow you to position yourself to your audience as a more credible and modern professional adviser and differentiate your website from others. You can find out more about how plug-ins work here.

These sort of plug-ins can also encourage visitors to fill in an enquiry form, so they become lead generators. You can then receive the visitors’ contact details in an encrypted email, so that all personal details remain secure. If you were to use Mortgage Brain’s plug-in and Best Buy Tables, then enquiries are pre-populated into the Key, our CRM system so that the leads form part of your usual compliant sales process.

Both of Mortgage Brain’s plug-ins are also mobile-friendly, so they will look and work well on any website being viewed on different devices, from a PC to a smartphone.

Get social

When people are looking for a service, many may turn to social media to get a feel for the company and see what they are posting. So adding buttons that link to your social media profiles on your website will allow people to quickly find you.

You must however be sure to keep your social media accounts regularly updated. Visitors are likely to be put off by a Twitter page that hasn’t seen any activity for several months, or a Facebook page with hardly any information about your business or what you do. Make sure you are posting content onto your pages or accounts each week to keep them fresh and engaging.

The perfect website?

A website doesn’t have to be perfect to convert customers. It just needs to be smart, efficient, and straight-to-the-point, preferably with add-ons such as our mobile-friendly plug-ins to give your visitors as reason to stay on and remember your website for long enough to encourage them to contact you and turn into paying clients.

Websites are all about capturing attention, and then engaging visitors enough to keep them there. Once you’ve cracked that, your business will start generating a lot more leads.

If you want to find out more about our MortgageBrain B2C offerings, go to the dedicated page on our website. You can also contact the team via Live Chat whilst you’re there, or tweet us if you want to find out more.